OSL$HAFN

Hafnia Ltd · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Hafnia reported a decline in revenue and net profit in Q4 2024 due to market challenges.

Hafnia generated revenue of $352.8 million in Q4 2024, a decline from the previous year. Net income dropped to $79.6 million, impacted by lower tanker rates and increased crude sector competition. EPS for the quarter was $0.16. The company distributed $14.6 million in dividends and executed share buybacks, bringing total shareholder returns to 80% of net profit.

  • Q4 2024 revenue declined to $352.8 million from $472.0 million in Q4 2023.
  • Net income fell to $79.6 million, down from $176.4 million in Q4 2023.
  • Adjusted EBITDA decreased to $131.2 million from $234.5 million last year.
  • Free cash flow remained strong, supporting share buybacks and dividends.

Headline financials

Total Revenue

$353M

No prior period
EPS (adj)

$0.16

No prior period
Adjusted EBITDA

$131M

No prior period
Net Income

$79.6M

No prior period
Operating Income

$79.6M

No prior period

Revenue & EPS history

Hafnia Ltd · Revenue · Quarterly

$353M

Q4 2024
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Forward guidance

Hafnia expects market volatility to continue in 2025, with geopolitical factors influencing global tanker demand. The company remains focused on capital efficiency and fleet modernization.

Tailwinds

  • Strong global demand for tanker services expected in 2025.
  • Fleet expansion with methanol-fueled vessels supports decarbonization goals.
  • Strategic share buybacks enhance shareholder value.
  • Expected rebound in tanker rates due to global oil trade shifts.
  • Robust financial position with sustainable dividend policy.

Headwinds

  • Continued pressure from crude tanker sector impacting rates.
  • Market volatility due to geopolitical developments.
  • Higher operating costs expected due to environmental regulations.
  • Limited long-haul trades affecting voyage earnings.
  • Potential supply chain disruptions impacting fleet operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.6%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+109.9%

Avg return

30 days after

75%

6 / 8 earnings

Positive

+5.3%

Q3 2024

Best reaction

-11.4%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+2.6%+3.8%+900.6%
Q3 2025-2.8%-6.7%-17.3%
Q2 2025+3.7%+5.0%+6.7%
Q1 2025+1.8%+4.3%+7.8%
Q4 2024-11.4%-15.8%-14.2%
Q3 2024+5.3%-8.3%-2.1%
Q2 2024+4.2%+1.8%-3.9%
Q1 2024+1.1%+3.7%+1.8%

Discussion

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